CAZ Investments Registered Adviser LLC

Overview

CAZ Investments Registered Adviser LLC is an SEC-registered institutional RIA organized as a limited liability company and registered in 2023. The firm’s client focus is institutional; its principal advisory activity is portfolio management for investment companies. CAZ charges fees as a percentage of assets under management and is identified as a related adviser to other entities. It does not label itself an active ESG investor, is not a pension consultant, and is not designated as a capital allocator. Filings also indicate the firm acts in sponsor and general partner roles for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives